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SBS Wealth Australasian Equity Portfolio

SBS Wealth Investment Fund

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

lifestages australasian equity portfolio icon

SBS Wealth Investment Fund

SBS Wealth Australasian Equity Portfolio

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

Current unit price

As at July 30, 2026

3.478475

Asset allocation

Current performance

As at June 30, 2026

1-month

2.12%

3-month

6.00%

1-year p.a.

6.40%

3-year p.a.

4.93%

5-year p.a.

2.36%

7-year p.a.

4.09%

10-year p.a.

6.28%

15-year p.a.

7.35%

Unit pricing history